Managing Partner, Valeo Capital Advisors, Dallas, TX
Bob is a CPA, entrepreneur and consultant to middle market industries including oil and gas, technology and professional services. His practice spans a variety of disciplines, including tax planning and compliance, capital formation, due-diligence and contract CFO services.
Bob is co-founder and managing partner of Valeo Capital Advisors LLC which owns and manages a platform of IT services companies and provides advisory services to private investors and family offices. Previously, Bob was EVP and CFO for Primexx Energy Partners, and has served as a partner with JonesBaggett LLP, chairman of KBA Group LLP, CFO of Regency Exploration, and a partner with the regional firm of Elms, Faris & Co.
He is a member of the Texas Society of CPAs, American Institute of CPAs, Forensic & Business Valuation Division of the AIPCPA, board member of Domestic Energy Producers Alliance (DEPA) and Chairman of NeoFirma, Inc., a cloud-based software company to the oil & gas industry.
Bob as named as a CFO of the Year Finalist by the Dallas Business Journal, and one of the 21 Leaders for the 21st Century by the Collin County Business Press. Bob has a B.B.A. in Accounting from Texas Tech University, served on TTU’s School of Accounting Advisory Council and currently serves on the Rawls School of Business Advisory Council.